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SIMG_CFMENUFWMCFW47 - Define Derivation Rules for Tax Flows

Define derivation rules for tax flows and enter the relevant tax rates for various flows in the securities area.

The system uses the amount in the original flow (or incoming flow) and the tax rate that has been defined here in order to generate a flow record for the taxes (outgoing flow) automatically.

You have defined your update types.

1. Choose New Entries.
2. Enter the company code or leave this field blank. If you leave it blank, the rule for generating tax flows for all company codes applies.
   It is also possible to define alternative rules for individual company codes here.
3. Enter the product category.
4. Enter the country/region key.
   The system compares the country/region of the issuer of a security with this country/region entered in this field when you generate taxes.
5. Enter the securities account.
6. Update types
1. In the first column Inc. UType (Incoming Update Types), enter the key of the update type for which the tax rate has to be defined (such as SAM5014 for dividends).
2. In the second column Outg.UType (Outgoing Update Type), enter the key of the update type that you want to have generated automatically.
7. Effective From: Date from which the tax rate is valid
8. Percentage: Enter the percentage (tax rate) you want to use to calculate the amount for the outgoing update type from the amount of the incoming update type.
9. You can choose a rounding rule.
10. Save your entries.





BAL_S_LOG - Application Log: Log header data   TXBHW - Original Tax Base Amount in Local Currency  
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